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Wealthstreet Investment Advisors’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Wealthstreet Investment Advisors’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-40,000
Closed -$582K – 191
2021
Q1 		$582K Hold
40,000
– – 0.06% 232
2020
Q4 		$543K Buy
+40,000
New +$510K 0.05% 235

Other funds holding HIPS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealthstreet Investment Advisors's HIPS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q2 2021, closing a stake of 40,000 shares — an estimated $582K sold.

Wealthstreet Investment Advisors first reported a position in HIPS in Q4 2020 and held it in 2 quarters. The position peaked at $582K in Q1 2021. 16 funds tracked by Wall St. Rank hold HIPS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining GraniteShares HIPS US High Income ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 40,000 GraniteShares HIPS US High Income ETF shares in Q2 2021, an estimated $582K.
  • Wealthstreet Investment Advisors first reported a position in GraniteShares HIPS US High Income ETF in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's GraniteShares HIPS US High Income ETF position peaked at $582K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.